June 2012: Digital Content

1 June 2012 15:53

Please click on the links below to access articles from Ray Henderson, Alan Shields, Robert MC Brown and Matt Linnert, along with a case study from Kelvin Boyd’s article on foreign super funds.

best practice
Ray Henderson sets out a simple guide to help practices
calculate the cost of delivering their services
CLICK HERE

hnwi
Success for any organisation lies in its customers,
and never more so than today, says Alan Shields
CLICK HERE

client psychology
How clients perceive your service is more to do with them
than it is to do with you, says Matt Linnert
CLICK HERE

the profession
Robert MC Brown says FoFA won’t be at the top of
the Coalition’s to-do list if they win power
CLICK HERE

self-managed super
Case study
This case study should be read in conjunction with the article on
pp 40-41 of the June 2012 edition of Professional Planner
CLICK HERE

Best Practice, Digital Content, help, practices

How a disappearing adviser exposed vulnerabilities in the governance chain

‘CRMs probably die a slow death’: Netwealth CEO

Advisers are satisfied with licensees… except in one area

‘The money always wins’: Access to capital a defining test for licensee growth

How a disappearing adviser exposed vulnerabilities in the governance chain

On the face of it, she looked like the model adviser. She was respected by her peers, her advice was good, she regularly won awards, and her clients loved her. Then she started pre-charging clients fees for service, took the money, spent it, and disappeared. That disappearance was ultimately how Count found her.

Simon Hoyle

June 12, 2026